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Portfolio (Quarterly) Guide ↗

PRINCIPAL SECURITIES, INC.

· CIK 0000012600
13F Portfolio $6.5B AUM 1,345 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 877 Added 374 Reduced 2399 Exited
Page 18 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RJF RAYMOND JAMES FINL INC Financial Services 1,506.0 $242K 0.00% -174.0 -10.4% $160.59 -6.0%
342 NXPI NXP SEMICONDUCTORS N V Technology 1,111.0 $241K 0.00% -496.0 -30.9% $217.07 +35.6%
343 EPD ENTERPRISE PRODS PARTNERS L Energy 7,490.0 $240K 0.00% -58.0 -0.8% $32.06 +24.1%
344 SWK STANLEY BLACK &DECKER INC Industrials 3,199.0 $238K 0.00% -270.0 -7.8% $74.27 -0.5%
345 MZTI MARZETTI COMPANY Consumer Defensive 1,441.0 $237K 0.00% -57.0 -3.8% $164.42 -30.7%
346 TTC TORO CO Industrials 3,006.0 $237K 0.00% -43.0 -1.4% $78.72 +13.3%
347 DFAT DIMENSIONAL ETF TRUST 3,973.0 $237K 0.00% -328.0 -7.6% $59.54 +11.6%
348 CTRA COTERRA ENERGY INC Energy 8,943.0 $235K 0.00% -16K -64.2% $26.32 +23.7%
349 EXPD EXPEDITORS INTL WASH INC Industrials 1,570.0 $234K 0.00% -30.0 -1.9% $149.01 +5.8%
350 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,187.0 $230K 0.00% -102.0 -1.9% $44.34 +9.9%
351 CCC CCC INTELLIGENT SOLUTIONS HL Technology 28,849.0 $229K 0.00% -5K -15.8% $7.95 -42.3%
352 KEY KEYCORP Financial Services 11,015.0 $227K 0.00% -368.0 -3.2% $20.64 +1.4%
353 AZO AUTOZONE INC Consumer Cyclical 67.0 $227K 0.00% -38.0 -36.2% $3391.51 +0.8%
354 XLRE SELECT SECTOR SPDR TR 5,626.0 $227K 0.00% -582.0 -9.4% $40.35 +10.1%
355 TFX TELEFLEX INCORPORATED Healthcare 1,824.0 $223K 0.00% -245.0 -11.8% $122.03 +8.8%
356 PNOV INNOVATOR ETFS TRUST 5,313.0 $222K 0.00% -786.0 -12.9% $41.78 +5.1%
357 PR PERMIAN RESOURCES CORP Energy 15,739.0 $221K 0.00% -7K -30.1% $14.03 +51.2%
358 FRI FIRST TR EXCHANGE-TRADED FD 8,074.0 $220K 0.00% -2K -17.7% $27.31 +14.1%
359 EA ELECTRONIC ARTS INC Communication Services 1,076.0 $220K 0.00% -161.0 -13.0% $204.28 -1.3%
360 EQR EQUITY RESIDENTIAL Real Estate 3,483.0 $220K 0.00% -1K -25.6% $63.03 +4.3%
Page 18 of 19  ·  374 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 20.5%
Consumer Cyclical 10.7%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 2.8%
Utilities 2.0%
Real Estate 1.5%